Question # 1
| While working for an insurance client implementing Financial Services Cloud, an API integration between Salesforce and a risk control system has been configured. The consultant is asked to ensure the correct profiles and permissions were set up for this connection. Which two steps should the consultant take? | | A. Update the System Administrator profile to include the API Only User. | | B. Create a dedicated Integration User. | | C. Assign the integration user to the System Administrator profile. | | D. Create a new custom profile and ensure API Only is selected. |
B. Create a dedicated Integration User.
D. Create a new custom profile and ensure API Only is selected.
Explanation:
To ensure the correct profiles and permissions for an API integration between Salesforce and a risk control system, the consultant should do the following steps:
Create a dedicated Integration User that will be used to authenticate and authorize the API calls between Salesforce and the risk control system. The Integration User should have a unique username, password, and security token that are not shared with other users or systems. The Integration User should also have the minimum permissions and access settings required to perform the integration tasks.
Create a new custom profile and ensure API Only is selected. The API Only option restricts the user from logging in to the Salesforce user interface, but allows the user to access the Salesforce API. The custom profile should also have the appropriate object permissions, field-level security, record types, page layouts, and other settings that are relevant for the integration. The custom profile should be assigned to the Integration User.
Question # 2
| Which three standard fields are available to track a customer’s retirement gial progress? | | A. Contributions | | B. Actual value | | C. Total Value | | D. Target value | | E. Target Date |
B. Actual value
D. Target value
E. Target Date
Explanation:
The following standard fields are available to track a customer’s retirement goal progress:
Actual value, which is a currency field that represents the current value of the goal.
Target value, which is a currency field that represents the desired value of the goal.
Target Date, which is a date field that represents the expected date of achieving the goal.
Question # 3
| What are the three building blocks of Flow Orchestration? | | A. Steps | | B. Blocks | | C. Stages | | D. Processes | | E. Work Items |
A. Steps
C. Stages
E. Work Items
Explanation:
The following are the building blocks of Flow Orchestration:
Steps: Steps are discrete units of work that can be performed by a user or a system within a flow orchestration. Steps can have different types, such as user input steps, system action steps, decision steps, or subflow steps. Steps can also have different attributes, such as name, description, icon, input variables, output variables, or preconditions.
Stages: Stages are logical groupings of steps that represent phases or milestones within a flow orchestration. Stages can have different attributes, such as name, description, icon, entry criteria, exit criteria, or completion actions.
Work Items: Work Items are instances of flow orchestrations that track the progress and status of each execution. Work Items can have different attributes, such as name, description, owner, assignee, due date, priority, status, stage history, or step history. Verified References: : Salesforce Help Article [7] : Salesforce Help Article [8] : Salesforce Help Article [9]
Question # 4
| Cumulus Bank's mortgage department is currently using spreadsheets to gather client data for mortgage applications. The bank is interested in improving the efficiency of this process.
Which two features should a consultant suggest to Cumulus Bank to implement? | | A. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud | | B. Flow Builder to automate these business processes | | C. A Mortgage Application’ custom object to hold the collected client data | | D. Data Import Wizard to upload the data collected in spreadsheets |
A. The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud
B. Flow Builder to automate these business processes
Explanation:
Salesforce provides features and tools to help financial institutions improve the efficiency of their mortgage processes and provide better experiences for their customers. Some of the features and tools that a consultant can suggest to Cumulus Bank to implement are:
The standard mortgage flow templates to build a mortgage flow in Financial Services Cloud: These are prebuilt flow templates that guide users through the steps of creating a mortgage application, capturing borrower information, and submitting the application for approval7. The templates can be customized to suit the bank’s specific needs and requirements8.
Flow Builder to automate these business processes: Flow Builder is a point-and-click tool that lets users create flows to automate business processes in Salesforce9. Flow Builder can be used to create custom mortgage flows that integrate with other Salesforce features, such as data models, objects, fields, validation rules, and actions10.
References:
Flow Builder for Mortgage
Customize Mortgage Flows
Flow Builder
Create a Mortgage Flow
Question # 5
| Which two statements are true about Group Membership in Financial Services Cloud? | | A. Group Membership defines the role of the member within the Group. | | B. With Group Membership settings you can define if a Group is the member's primary Group. | | C. With Group Membership settings you can define who is the primary and who is the secondary member within the Group. | | D. Group Membership is modeled using the Account-Group Relationship object. |
A. Group Membership defines the role of the member within the Group.
B. With Group Membership settings you can define if a Group is the member's primary Group.
Explanation:
Group Membership is a construct in Financial Services Cloud that allows you to define the relationship between a group and its members. You can use Group Membership to specify the following information:
The role of the member within the group, such as Owner, Beneficiary, Trustee, etc.
Whether the group is the primary group for the member, which affects how financial data is rolled up and displayed. Verified References: : Salesforce Financial Services Cloud User Guide, page 38.
Question # 6
| How can the Salesforce Administratormake sure that highly sensitive Life Events or
Business Milestones will not be shown until the event actually happened? | | A. Hide the Event or Milestone on the Events & Business Milestones Lightning Component
page properties. | | B. Delete the value from the Event Type picklist on the Life Event Object or the Milestone
type on the Business Milestone object | | C. Remove the Event or Milestone from the Lightning Component in the Developer
Console. | | D. Life Events are part of the FSC managed package, therefore the Salesforce Admin must
contact Salesforce Support to remove the Event from the Lightning Component. |
A. Hide the Event or Milestone on the Events & Business Milestones Lightning Component
page properties.
Explanation: To hide highly sensitive Life Events or Business Milestones until they
happen, the Admin can hide them on the Events & Business Milestones Lightning
Component page properties. The Events & Business Milestones Lightning Component is a
component that displays a timeline of life events and business milestones for a client or a
group. The Admin can use the page properties to customize the component and select
which event types or milestone types to show or hide on the timeline2.
Question # 7
| Agents for an insurance company need to know the current and past weather conditions when creating customer claims. The consultant implements a Flex Card for weather conditions in the console to ensure the agents can access the information. The Flex Card needs to provide fields extracted from a weather API and an account field from Salesforce.
Which method should the consultant use, according to best practices? | | A. APEX classes | | B. Streaming API | | C. Data Raptor Extract | | D. Integration Procedure |
D. Integration Procedure
Explanation:
Reference: [Reference: Integration Procedure | Vlocity Developer Docs, Explanation: An Integration Procedure is a feature of Vlocity that allows users to create and execute data integration tasks between Salesforce and external systems. An Integration Procedure can perform various operations, such as extract, transform, load, query, or update data from different sources and targets. An Integration Procedure can also invoke other Vlocity features, such as DataRaptors, OmniScripts, or Calculations., To implement a Flex Card for weather conditions in the console, the consultant should use an Integration Procedure that can do the following steps:, Query the weather API using an HTTP action and pass the account address as a parameter., Extract the relevant fields from the weather API response, such as temperature, humidity, precipitation, etc., Query the account field from Salesforce using a DataRaptor Extract action and pass the account ID as a parameter., Merge the weather API fields and the account field into a single data set using a List Merge action., Return the data set to the Flex Card using a Return action., , ]
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- It also tests candidates abilities in prospecting, client onboarding, collaboration, relationship management, and reporting.
Exam Format: - The exam consists of multiple-choice questions.
- The total number of questions may vary but typically ranges from 60 to 90.
- The exam duration is around 105 minutes.
Preparation Tips:Study the Exam Guide:
- Review the official Exam Guide provided by Salesforce, which outlines the exam objectives and topics.
- Familiarize yourself with the content weightings to prioritize your study areas accordingly.
Practical Experience:
- Gain hands-on experience with Salesforce Financial Services Cloud by working on real-world projects.
- Practice using the platforms tools and features to deepen your understanding of its functionalities.
Training and Study Materials:
- Access official Salesforce training courses tailored for Financial Services Cloud.
- Use study materials such as books, online tutorials, and practice exams to enhance your knowledge.
Exam Preparation Resources:
- Official Salesforce Documentation:
Refer to the official Salesforce documentation, including implementation guides, release notes, and best practice documents. Examine Financial Services Cloud modules on RealBraindumps, which offers interactive learning paths, modules, and hands-on challenges. Participate in the Salesforce community through forums and discussion boards to share insights, seek guidance, and gain valuable perspectives from fellow members. Exam Day Tips:
- Read the Questions Carefully:
Read the questions to ensure a clear understanding before selecting an answer. Allocate your time wisely, considering the number of questions and exam duration. Use critical thinking techniques, such as prioritizing information, to narrow down your choices and increase your chances of selecting the correct option. Conclusion:
The Salesforce Financial Services Cloud Exam is a valuable certification that demonstrates proficiency in using Salesforces Financial Services Cloud platform. By preparing well and gaining practical experience, people can confidently showcase their expertise and find exciting opportunities in the financial services industry.
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FAQs of Financial-Services-Cloud Exam
What is the Salesforce Financial Services Cloud Exam?
The Salesforce Financial Services Cloud Exam is a specialized certification test aimed at validating expertise in the Salesforce Financial Services Cloud application. This exam tests a candidate’s knowledge in implementing, configuring, and managing Salesforce solutions tailored for the financial services industry, including wealth management, banking, insurance, and mortgage services.
Who should take the Salesforce Financial Services Cloud Exam?
This exam is ideal for Salesforce professionals, system administrators, IT managers, and consultants who work with financial services institutions. Candidates should have hands-on experience with the Financial Services Cloud and a deep understanding of the financial services industry's needs and regulatory requirements.
What topics are covered in the Salesforce Financial Services Cloud Exam?
Key topics include Financial Services Cloud data model, industry-specific functionalities, client relationship management, compliance and regulatory requirements, financial goal management, and integration with other Salesforce Clouds. The exam also covers customization, data management, and analytics specific to financial services.
How many questions are there on the Salesforce Financial Services Cloud Exam, and what is its format?
The Salesforce Financial Services Cloud Exam typically consists of around 60 multiple-choice and multiple-select questions. The format is designed to assess both theoretical knowledge and practical application skills in the Financial Services Cloud environment.
What is the passing score for the Salesforce Financial Services Cloud Exam?
The passing score for this exam is generally around 65%.
What are the benefits of passing the Salesforce Financial Services Cloud Exam?
Passing the exam recognizes you as a Salesforce Certified Financial Services Cloud specialist, enhancing your professional credibility. It opens up advanced career opportunities in the Salesforce ecosystem, especially within financial institutions. Additionally, it demonstrates a commitment to staying current with Salesforce technologies and best practices in the financial services sector.
How can I prepare for the Salesforce Financial Services Cloud Exam?
Preparation should include studying the official Salesforce Financial Services Cloud materials, hands-on practice in a Salesforce environment, and completing relevant training courses. Practice exams and study groups can also be beneficial. It’s important to have a solid understanding of both Salesforce core functionalities and the specific features and best practices of the Financial Services Cloud.
Are there any prerequisites or recommended experience before taking the Salesforce Financial Services Cloud Exam?
While there are no formal prerequisites, it’s recommended that candidates have at least six months of experience working with the Financial Services Cloud. Familiarity with Salesforce’s core functionalities and a background in the financial services industry will also be advantageous.
FAQs of Financial-Services-Cloud Exam
What is Financial Services Cloud?
Financial Services Cloud is a reimagined front office that provides a clean, aggregated view of client information, accelerates productivity with digital workflows, and enables personalized service delivery.
What does the term Account mean within Financial Services Cloud?
In Financial Services Cloud, Account can refer to a client, household, or business entity, distinct from a financial account.
How is a Client defined in Financial Services Cloud?
In Financial Services Cloud, a Client is defined as a person or organization that has conducted, is conducting, or may conduct business with your firm.
What is the distinction between Customer and Client in Financial Services Cloud?
Customer and Client are used interchangeably in Financial Services Cloud, both referring to individuals or organizations engaging with your firm.
What is a Financial account in Financial Services Cloud?
A Financial account in Financial Services Cloud encompasses investment accounts, bank accounts, insurance policies, and similar financial instruments.
How is a Household defined within Financial Services Cloud?
Within Financial Services Cloud, a Household is a relationship group comprising individuals and business entities with direct relationships, with financial summaries consolidated at the household level.
What does the term Prospect mean in Financial Services Cloud?
In Financial Services Cloud, a Prospect refers to a person or organization with the potential to become a client in the future.
What features does the Home Page offer in Financial Services Cloud?
The Home Page in Financial Services Cloud provides tailored access to priority tasks, including referral performance, lead alerts, interaction summaries, scheduled appointments, and key task summaries.
How can users filter client and household lists in Financial Services Cloud?
Users can filter client and household lists in Financial Services Cloud based on interests or financial characteristics, accessing predefined list views or customizing filters for segmentation.
What information is available on client and household profiles in Financial Services Cloud?
Client and household profiles in Financial Services Cloud offer comprehensive views of financial accounts, relationships, goals, activity history, and communication logs, facilitating personalized client engagement and planning.
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